> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Contact Transition Monitor

> Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.

![Customer Contact Transition Monitor](https://mintcdn.com/cassidy/sYy-vNuqpU0xqerK/images/use-cases/customer-contact-transition-monitor-img-0.png?fit=max\&auto=format\&n=sYy-vNuqpU0xqerK\&q=85\&s=a765ab41faffd491486cf8f1129894dd)

## What does this mean?

Protects revenue and reduces churn by closing stakeholder gaps quickly, preserving momentum on renewals and expansions with timely, guided follow-up.

Watches key contacts on active accounts in your CRM for role or company changes, then alerts the CSM with a summary of account status, renewal dates, open risks, and a recommended plan to secure coverage and onboard the new stakeholder.

## Workflow steps

**1. Monitor contact changes on a schedule**

The Workflow runs on a scheduled trigger, regularly scanning key contacts on active accounts in your CRM for role or company changes—catching departures, promotions, or moves before they create coverage gaps.

**2. Detect stakeholder movement**

When a change is identified, Cassidy flags the affected contact and pulls relevant account context from your CRM, including account status, renewal timeline, and any open risks or opportunities.

**3. Generate account summary and action plan**

Cassidy compiles a summary of the account's current health and drafts a recommended plan to secure coverage—whether that means identifying a new champion, accelerating introductions, or adjusting the renewal strategy.

**4. Alert the CSM**

The Workflow sends a notification to the assigned CSM via Slack or email with the full context: who changed, what the account looks like now, and specific next steps to onboard the new stakeholder and protect the relationship.

**5. Log activity to CRM**

All alerts and recommended actions are logged back to the CRM, ensuring full visibility for the broader team and a clear audit trail for account history.

## Related

> **[Build and configure an Agent](/agents/build-and-configure.md)**
>
> Create a custom Agent with tailored instructions and Knowledge Base access.

> **[Set up your Knowledge Base](/knowledge-base/setup.md)**
>
> Add your company documents so Agents can reference them.


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